In the German Private Banking Magazin, Philip Schäfer, Director of Client Solutions at QPLIX, sheds light on the digitalisation potential ordering processes. He describes the advantages of fully digital and largely automated order management. If this is integrated into the portfolio management system, users also benefit from seamless processes such as automatic booking. Here is a summary of the guest article:
As a software provider that prides on its close strategic relationships with leading private banks, we want to share some observations on technology-driven trends that shape the transformation of this industry. To stay relevant, private bankers need to surf 5 waves of change.
QPLIX and IVA have analysed real portfolios at German independent asset managers for the Trendmonitor Vermögensverwaltung (TMVV). Here we take a closer look at one of the many findings of the comprehensive evaluation: the 20 favourite stocks of German investors.
"No new customer without QPLIX!"- Review of a strategic partnership in tax accounting, reporting, analytics and controlling. Reportify Analytics is a provider of reporting and analysis of securities assets and other assets and investments. QPLIX is the cornerstone of all services there. Together with Alexander Etterer, we can look back on a long-standing strategic partnership.
QPLIX and IVA published the Trendmonitor Vermögensverwaltung (Trends in Wealth Management). It is available in German language only
Managing liquid assets digitally is common nowadays. But how about alternative assets like private equity, real estate, or direct investments in complex ownership structures? In this webinar, you'll learn how portfolio, asset, and investment managers analyse and report alternative asset classes in the QPLIX portfolio management system. You'll see how easy it can be to create transparency on each single investment and in the context of the overall portfolio.
The relationship between multi-family office Kontora and QPLIX has evolved from a customer-supplier relationship to a close partnership. In this video, Kontora's Florian Hoffmann explains how they are constantly improving efficiency and transparency by digitally managing all asset classes in a single system. Kai Linde talks about how QPLIX improves its software by better understanding the needs of asset managers.
The continuous development of our products and services makes QPLIX the leading provider of wealth management software. In close exchange with our customers, we are constantly working on new functions and interfaces as well as improvements to user interfaces and data management.
We are thrilled to introduce the brand new QPLIX Wealth app. With the new app for iOS and Android, we are realising the idea of "Your Wealth in Your Pocket" with even more functions, a fresh design and easier navigation.
With digitalised order management, wealth managers can optimise their processes, increase efficiency and client satisfaction, and open up new growth opportunities.
For the fifth time, the German business magazine Capital and the Institut fuer Vermoegensaufbau have determined the best wealth managers with the help of the QPLIX Wealth Management Software.
Leading companies worldwide and also more and more SMEs have discovered this modern goal-setting method for themselves. 1.5 years ago, we also decided to "hop on the OKR wave" and define new company Objectives and Key Results quarter by quarter. We had goals before that too…so was it worth it?
The best of two worlds: individual expert advice and human relationship combined with a digital experience and scalable services.
The new WealthTech100 list for 2023 was presented by the specialised research company FinTech Global. The prestigious ranking recognises the world’s most innovative technology solution providers addressing the challenges and opportunities of digital transformation for investment firms, private banks and financial advisors.
As a manager in a single or multi family office, your business becomes increasingly complex and dynamic. You need to handle more and more data feeds, illiquid and alternative investments, and regulatory demands in different jurisdictions globally.
With the online tutorials from the QPLX Academy, you benefit from the flexibility and efficiency of digital learning content.